Nasdaq - Delayed Quote USD

Westwood Real Estate Inc Inst (KIFYX)

17.53 -0.04 (-0.23%)
As of 8:05 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -3.97%
5y Average Return 2.40%
Number of Years Up 11
Number of Years Down 6
Best 1Y Total Return (Apr 18, 2024) 76.03%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 76.03%
Worst 3Y Total Return -1.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
KIFYX
Category
YTD
-0.85%
5.09%
1-Month
0.39%
1.29%
3-Month
-0.85%
3.60%
1-Year
11.11%
19.60%
3-Year
2.38%
7.20%
5-Year
2.99%
5.90%
10-Year
4.11%
6.54%
Last Bull Market
25.00%
11.27%
Last Bear Market
-7.16%
-4.58%

Annual Total Return (%) History

Year
KIFYX
Category
2024
--
--
2023
14.61%
--
2022
-14.10%
--
2021
15.44%
--
2020
-2.75%
4.83%
2019
18.64%
17.63%
2018
-8.52%
-5.49%
2017
1.84%
9.78%

2016
14.09%
5.66%
2015
-0.75%
3.18%
2014
17.16%
11.44%
2013
4.71%
1.11%
2012
19.66%
18.05%
2011
3.31%
2.26%
2010
26.74%
18.29%
2009
76.03%
50.41%
2008
-40.43%
-26.18%
2007
-24.02%
-12.38%
2006
--
9.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.85% -- -- --
2023 2.28% 4.21% -2.18% 9.92%
2022 -2.66% -7.16% -6.64% 1.81%
2021 4.99% 5.13% 1.68% 2.86%
2020 -31.56% 20.09% 8.35% 9.21%
2019 12.17% 0.85% 4.03% 0.81%
2018 -6.39% 4.38% 2.74% -8.87%
2017 1.03% 1.04% 0.72% -0.95%
2016 2.55% 6.41% 4.58% -0.03%
2015 3.04% -2.37% -3.07% 1.78%

2014 7.39% 4.90% -0.83% 4.87%
2013 7.47% -1.71% -1.25% 0.39%
2012 7.56% 3.60% 3.88% 3.37%
2011 3.23% 2.15% -6.38% 4.64%
2010 11.14% -0.56% 10.31% 3.96%
2009 -8.23% 38.97% 27.21% 8.50%
2008 1.02% 0.03% -23.83% -22.61%
2007 -0.64% 0.28% -9.93% -15.35%
2006 4.12% 5.70% -- --

Rank in Category (By Total Return)

YTD 99
1-Month 63
3-Month 99
1-Year 70
3-Year 6
5-Year 55

Load Adjusted Returns

1-Year 11.11%
3-Year 2.38%
5-Year 2.99%
10-Year 4.11%

Performance & Risk

YTD Return -3.97%
5y Average Return 2.40%
Rank in Category (ytd) 99
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.33
Morningstar Risk Rating

Fund Overview

Category Preferred Stock
Fund Family Westwood
Net Assets 264.09M
YTD Return -0.85%
Yield 7.08%
Morningstar Rating
Inception Date Mar 30, 2001

Fund Summary

Under normal conditions, the fund invests at least 80% of its net assets plus borrowings for investment purposes, if any, in income-producing securities. It invests primarily in securities of companies in the real estate industry, such as real estate investment trusts ("REITs"), master limited partnerships and other real estate firms.

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